Recoverable / yr
$1.14M
H1 2026 · TAKING DESIGN PARTNERS·ROOTSTOCK LIVE · NETSUITE / D365 BC IN COHORT 1
Your ERP records what happened.
CLBA decides what to do next.
CLBA sits over your Rootstock, NetSuite or D365, canonicalizes the tables your AI agents read, and re-prices every quote and commitment against verified actuals — so the answer is right before anyone clicks “approve.”
Decisions · this week
FY26 · Q2
Margin erosion
$312K
across 4 product lines · +$84K vs. last week
Delivery exposure
11 orders
commit dates at risk · WC-12, WC-17
Routing stale
36
14 on critical BOMs · 547d max
Recoverable margin
$1.14M
annualized · price-to-value 9.3×
§ 01The thesisIntelligence Above ERP™
Three questions every manufacturing exec asks weekly. Your ERP can’t answer any of them.
ERPs were built to record transactions, not to weigh them. The data is there — routing times, burden pools, supplier lead-time drift, quote-to-job linkage — but the answer requires reconciling it across systems, scoring its confidence, and re-costing on actuals. That’s not a query. It’s a decision.
QUESTION 01
“Will this quote actually make money?”
The standard cost on the line is two years old. The work-center burden was re-pooled in January. The Ti-6Al-4V rate was last set before the Feb surcharge.
CLBA · re-costs on trailing-60d actuals · 19.1% true vs. 32.4% standard
QUESTION 02
“Can we still hit the May 22 commit?”
WC-12 routing standard is 547 days stale. The new spindle runs 24% slower. MRP says the week is fine; the floor is already at 130% of nominal.
CLBA · projects load on actuals · flags 11 commits at risk
QUESTION 03
“Where is margin actually leaking?”
Quoted-vs-close variance is 9.8% across FY26-Q1. The driver is one routing record, one overhead pool, one supplier — but the report won’t tell you that.
CLBA · root-causes erosion to 7 drivers · $312K this week
Your ERP copilot today
Reads the same tables. Repeats their errors.
- ×Quotes on standard cost — even when the standard is 18 months stale.
- ×Commits delivery on routing times that pre-date the last retool.
- ×No confidence score on its own answer. No audit trail. No approval gate.
- ×One-tenant view. Can’t see what peers already corrected.
CLBA
Validates the data before the agent acts on it.
- →Three-stage Veracity pipeline: pre-ETL profile → in-ETL transform → post-ETL canonical.
- →Every value carries a confidence score, source, and warning flag.
- →Decision agents re-price, re-commit, re-cost on verified actuals — with role-aware approval chains.
- →Cross-customer sweeps surface findings discovered in one tenant across the whole base.
§ 02 · How it works
Veracity, then velocity.
Three validation stages turn raw ERP rows into a canonical decision substrate. What enters the agent is already reconciled, scored, and cross-customer-checked — so what comes out can be approved, audited, and signed.
● Veracity Pipeline
304 checks · 267 passing
LIVE · last sweep 42m ago
Stage 01
Pre-ETL · Source profiling
Profile ERP data at the source. Confidence-score every critical element before it leaves the system of record.
Stage 02
In-ETL · Canonicalization
Map across ERPs into one canonical model — bom_line, routing_operation, job_cost_actual. Catch mapping failures before they land.
Stage 03
Post-ETL · Coherence
Cross-domain integrity. Economic-coherence tests. Quote ↔ job ↔ GL must reconcile within tolerance, or it’s a finding.
R
Rootstock
Phase 1 · production
N
NetSuite
Cohort 1 · candidate
B
Microsoft Business Central
Cohort 1 · candidate
E
Epicor Kinetic
Cohort 2 · 2027
S
SAP S/4HANA
Enterprise track
§ 03 · Decision agents
Three answers, every day.
Each agent is scoped to one decision, runs over the canonical layer, carries an audit trail back to source, and routes through the role-aware approval chain. Not a chatbot. A signed decision.
Working surfaces
The quote workspace re-prices every line on actuals — and asks for the right signature.
Ti rate stale 91 days. Routing 547 days behind the retool. Burden pool reallocated without rate update. The quote workspace shows you the standard and the true number, side-by-side, with the drivers exposed and the approval gate already wired to your authority matrix.
Q-2026-04412
Aerostar Industries
Q-2026-04413
Helios Dynamics
Q-2026-04415
Kiva Materials Co.
Q-2026-04417
Polaris Machining
True margin · re-costed on actuals
32.4%
Standard
→
19.1%
True · on actuals
Raw material · Ti-6Al-4V+$3,700
Routing · WC-12 (stale 547d)+$1,700
Burden · OH-2 reallocated+$2,500
Outside processing · NADCAP+$900
CFO approval required · margin < 20%
Agent · Quoting Intelligence
Re-price every quote on verified actuals.
Surfaces capacity risk, routing staleness, and supplier drift inline at quote time. Holds the gate when margin is below floor.
1,284calls / 30d
9.8%quote → close gap closed
Agent · Capacity Commitment
Validate every delivery promise against true load.
Projects work-center booked-% on real routing times, not the standard. Flags commits past nominal capacity with named drivers.
318calls / 30d
11at-risk commits caught
Agent · Margin Erosion Alert
Root-cause every basis point of leak.
Closed-job actuals reconcile to the originating quote. Erosion attributes to routing, burden, material, or scrap — by job, by SKU, by customer.
96events / 30d
7drivers identified
May 4
May 11
May 18
May 25
Jun 1
Jun 8
WC-04
62
68
71
74
66
61
WC-07
72
80
84
88
78
74
WC-12
92
95
130
130
118
104
WC-14
54
58
62
64
58
52
WC-17
78
82
95
103
98
85
WC-19
48
52
55
58
52
46
under 90%90–100%over capacity
Capacity, on actuals
WC-12 looks fine in MRP. The floor is already at 130%.
Capacity Commitment runs the projection on trailing-60-day actuals, not the 2024-pre-retool standard. It nets scheduled PM, applies real outside-processing lead times, and surfaces the conflict set — firm jobs and quoted hours that compete for the same week.
When you commit past nominal, the gate routes COO + CRO. The promise to Aerostar gets a signature — or a renegotiation — before it gets a date.
§ 04 · The entry ritual
Start with the AI Readiness Audit.
Every engagement begins with a 5-day audit, co-delivered with your ERP VAR. One signed deliverable names the recoverable margin hiding in stale routings, drifted supplier lead times, and re-pooled overhead — and tells you whether CLBA is the right next step.
Engagement · AR-2026-0411
What you get on day five.
A bound, signed audit with a domain scorecard, ranked critical findings, line-item recoverable-margin attribution, and the canonical-table sample we built to prove it. Delivered jointly with your Rootstock / NetSuite VAR partner.
The fee credits against your CLBA subscription — so the audit pays for itself the moment you continue.
- Duration
- 5 business days · onsite or remote
- Fee
- $24,850 · $13,000 credited to subscription
- Scope
- 151 canonical tables · 16 domains · trailing-180d sample
- Delivered by
- CLBA + your certified ERP VAR partner
- Sign-off
- Findings reviewed with CFO · COO · CRO
5-day deliverable
AI Readiness Audit · AR-2026-0411
Meridian Precision · Plant 02
Risk grade
B−
Tables scanned
187
Critical findings
4
Domain scorecard
BOM & Engineering
88
A−
Routing & Work Centers
64
D+
Standard Cost & Burden
71
C
Job Cost Actuals
92
A
Supplier Performance
83
B
Quote → Job Linkage
79
C+
Customer & Vendor Master
86
B
§ 05 · Apply
Request access to the H1 cohort.
Tell us about your operation. We respond personally within 48 hours with a 30-minute scoping call — no automated funnel, no SDR sequence. If you’re a fit, we’ll co-schedule the audit kickoff with your VAR.
Not ready for a call? Leave just an email — we’ll send the platform brief, the canonical schema, and the next quarterly cohort update. No spam, ever.
ROOTSTOCK · LIVE
NETSUITE · D365 BC — COHORT 1 CANDIDATES
EPICOR · COHORT 2 (2027) · SAP · ENTERPRISE TRACK
NETSUITE · D365 BC — COHORT 1 CANDIDATES
EPICOR · COHORT 2 (2027) · SAP · ENTERPRISE TRACK